Axiom International Fund
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Does quality growth investing still deliver?
Tim Richardson CFA, Investment Specialist Global quality growth stocks underperformed during 2022. This was due to a perfect storm of...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...
How investing sustainably needs active managers to make the world a better place and investors richer
Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
10 themes powering earnings growth as the global economy slows
Tim Richardson CFA, Investment Specialist The impact of the global economic slowdown on profitability will be highly stock specific. Earnings...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
What the slowing economy means for equity investors?
Tim Richardson CFA, Investment Specialist High interest rates and weak real earnings growth are pushing consumer spending down and slowing...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
Will luxury goods make your investment fund look fabulous as the economy slows?
Tim Richardson CFA, Investment Specialist “Luxury goods are the only area in which it is possible to make luxury margins.” ...
- Harding Loevner International Fund
- Axiom International Fund
- Pengana International Equities Limited
- Insights
How international travel will make your investment fund more elegant
Tim Richardson CFA, Investment Specialist “Luxury hasn't been democratised; it's been globalised.” - François-Henri Pinault, Chairman and CEO, Kering ...
How will a weaker US dollar impact Australian investors?
Tim Richardson CFA, Investment Specialist “A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note...
Dynamic Growth International Equities
Portfolio Manager Bradley Amoils provides a portfolio update and insights from the reporting season.